Ana B Hernandez

Employer firm

Oneamerica Securities, Inc. CRD 4173

$306M regulatory AUM 8,795 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 09/2023
  Optima Financial Group
  Plano, TX
• 08/2019 → 07/2020
  State Farm
  Sunnyvale, TX
• 08/2018 → 05/2019
  Mesquite Isd
  Mesquite, TX
• 04/2011 → 08/2018
  Self Employed
  Mesquite, TX
• 05/2019 → 08/2019
  Unemployed
  Mesquite, TX
• 09/2023 → 10/2024
  Lpl Financial Llc
  Dallas, TX
• 10/2024 → Present
  American United Life
  Plano, TX
• 12/2024 → Present
  Oneamerica Securities
  Plano, TX

Previous Registrations

• 2023-09-01 → 2024-10-14
  Lpl Financial Llc
  Mckinney, TX
• 2021-08-25 → 2021-12-22
  Lpl Financial Llc
  Apollo Beach, FL

Other Businesses

Non-variable insurance sales (fixed life, fixed annuities, health, P&C)**Owner: Suitable Insurance Agency LLC - Insurance**Owner: Ana B Hernandez - Rental Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-23
• S63 Uniform Securities Agent State Law Examination
  2021-06-27

Other Names

• Santa Ana Bastian
• Santa Ana Hernandez
• Ana Bastian Hernandez